HelloSign + PipelineDeals Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect HelloSign and PipelineDeals, with as many as 40 possible integrations. Are you ready to find your productivity superpowers?
Send HelloSign templates for changed deal statuses on PipelineDeals
If all that's left is to sign on the dotted line, don't slow down the celebration with missing paperwork. Make sure everything is ready the minute things change by activating this PipelineDeals HelloSign integration. From the moment it's turned on, it will trigger for a PipelineDeals status change according to your settings, automatically adding that data to a HelloSign template that will be sent out for signing.
How It Works
- A deal status is changed on PipelineDeals
- Zapier automatically sends a HelloSign template for signing
What You Need
- PipelineDeals account
- HelloSign account
It's easy to connect HelloSign + PipelineDeals and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a signature request is signed (requires a paid API plan for non test_mode requests).
Sends a HelloSign template out for signature request.
Triggers when a signature request is sent (requires a paid API plan for non test_mode requests).
Updates an existing person in your PipelineDeals account.
Triggers when a signature request is viewed (requires a paid API plan for non test_mode requests).
Creates a new person in your PipelineDeals account.
Triggers when a new deal is created in your PipelineDeals account.
Updates an existing company in your PipelineDeals account.
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
Creates a new company in your PipelineDeals account.
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